We just released the ability to automatically assign new deals. In the past you had to always choose someone to assign the deal to when adding from the app, interface, or an automation. Now you can choose “Auto” and let the platform decide who should get each lead.

You have two options for automatic deal distribution:

Round robin
Will evenly distribute deals in a round robin manner

Distributed based on value
Will use a combination of round robin and deal value to ensure that everyone gets about the same amount of “value” over time. So if User A gets assigned a deal valued at 100k and the next two deals are 50k, then User B would get both of those deals valued at 50k.

We just released a new way to manage your tags. We have seen many users adopt tags over using lists and it has opened up some pretty interesting automation and segmentation options. Until now there was no great way to manage them though.

To use the new tag manager simply head over to your contacts page and click the arrow where it says “Contact & Lead Scoring” to open the menu for other contacts options. Click Tag Manager and you will be able to start managing your tags including:

Adding tags

Removing tags

Merging tags

Exploring tags

In the past the system removed any tags that existed (but were not used for any contacts) That will no longer happen automatically. A tag will be removed from the system only if you delete it.

When you login to your ActiveCampaign account you will notice a brand new overview page. We redesigned the overview to show more information that can be personalized to fit your specific needs.

You can drag/drop widgets around on the screen, remove widgets that you don’t need to keep a close eye on, or add new widgets from the doc that sits at the bottom of the page. Have a specific widget you would like to see on the overview? Let us know!

This brings us to 15 different ways you can start an automation along with the ability to choose to start an automation within any other automation.

The ability to start an automation with a page visit (or an event being recorded) adds quite a bit of power to our site & event tracking capabilities. You can now trigger automations along with having conditional branching and options within your automation sequences based on the data that site & event tracking provides.

The ability to trigger automations based on stage or status changes allow you to automate your sales process as a deal progresses along within your sales cycle.

When you visit your contacts page you will see a new “edit” option near the top of the page. You can filter down to a list of contacts (using search, segments, etc.. ) and bulk edit the whole result set or you can check specific contacts that you wish to edit.

Here are some of the things you can do with the new bulk edit feature:

As we have built out our automation capabilities over the past year, we quickly realized we need a seamless integration with your sales process.

We currently integrate with many CRM providers (and will continue to do so) but the basic concept of contacts being synced back and forth were not meeting our users’ needs. So we decided to create our own CRM that is built directly into ActiveCampaign and have plans to do seamless syncs of sales data with our CRM partners in the future (more on this later)

We took a very simple approach to our CRM work flow. We wanted something that we would love to use internally and that would cater towards small and medium sized businesses.

Everything is customizable. You can create custom deal pipelines, stages, task types, etc.. As a lead comes into ActiveCampaign it can be placed into a pipeline. You would then move it to different stages as your sales process advances. All the while our automations will be there to help you move, update, and prioritize your deals.

Send individual emails from within ActiveCampaign or connect ANY email account (Gmail, Yahoo, Outlook, etc..). Once connected you will see all related sent and received emails automatically within your Deal stream. No BCC that points to some special inbox required!

Automation Updates

As we added all of the new CRM and sales features, we made sure to fully integrate that within our automation capabilities. You can now have automations run based on deals, create deals, adjust deals, etc… We also improved our automations to allow multiple entry points.

Previously you could only start an automation from four different options (and could only pick one). Now you have a dozen start options and can choose multiple options for when each automation will begin.

Contact & Lead Scoring

People have been begging us to add some form of contact scoring within ActiveCampaign. We always agreed it would be nice, but we didn’t want to release some mediocre scoring system that just increments based on clicks and opens. The actual value in that is pretty low.

So rather than doing that we developed a scoring system that allows dynamic increase and decreases of a score based on any marketing channel that you integrate with. So the score can fluctuate based on campaign interactions, individual email interactions, traffic/history on your website, custom events, sales data, and much more.

Contact & Lead Scoring is free with all enterprise plans and is a paid upgrade for any small business plan.

How to get the new Sales & CRM features

All new accounts are getting this update already. We are in the process of updating all existing users and you should receive the update in the upcoming weeks. Contact us if you don’t want to wait! We can update your account right away on demand.

What’s next

This is just the start of what we have planned. Expect more CRM updates in the near future. The syncing of data with other CRM’s is something we are working on as well. That will allow you to use another CRM for your sales activity while using ActiveCampaign as the marketing/automation engine.

Lastly, we have been busy working on a brand new email designer. We have rethought and reworked the entire email designer from the ground up. Our hope is to have some sneak peeks soon.

ActiveCampaign is frequently asked about integrations which capture leads through videos embedded on websites; and for a long time, we did not have a quality solution. That problem has been solved. Recently, Wistia added ActiveCampaign to the list of Email Service Providers you can connect to, with the use of your ActiveCampaign API key.

With the explosion of mediums such as Youtube, video has become a vital player in marketing and sales for businesses all over the world. Wistia gives you serious video management tools and provides much more than a simple video hosting solution. Instead, they have created a tool through which you can customize, deliver, analyze and much more on one simple to use platform.

The integration places a subscription form within your videos, and can be set up within a matter of minutes, allowing you to immediately send any contacts captured into the ActiveCampaign list of your choosing. Once the contact is in ActiveCampaign, you can trigger the drip marketing and sales automation processes set up within your account to help you continually engage your contacts based on actions, custom fields, site and event tracking, and much more.